2023 Form 5500 filing — Dallas Theological Seminary Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250228100937NAL0000438771001) for Dallas Theological Seminary Pension Plan, reported by Dallas Theological Seminary under EIN 75-0827421 and plan number 001. It reports 270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250228100937NAL0000438771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dallas Theological Seminary
- EIN
- 75-0827421
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 270
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,063,734
- Total liabilities (EOY)
- $30,784
- Net assets (EOY)
- $35,032,950
- Employer contributions
- $2,037,996
- Total income / additions
- $4,258,915
- Benefits paid
- $2,835,545
- Administrative expenses
- $336,789
- Total expenses
- $3,172,334
- Net increase / (decrease)
- $1,086,581
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | ACTUARY, CONTRACT ADMIN | $187,752 | not reported in the loaded dataset |
| Mercer Investments LLC | INVESTMENT MANAGEMENT | $32,248 | not reported in the loaded dataset |
| Capin Crouse Llp | ACCOUNTANT | $15,000 | not reported in the loaded dataset |